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Financial Advisor Plymouth

Pilgrim Financial Services is a young, energetic focused Company, looking to provide excellent opportunities for earnings, personal development and growth.

Pilgrim Financial Services was created in March 2003 from the vision of its owner, Steve Frier. He wanted to create a Company that would continue to provide ‘face to face’ advice to its clients, give a high level of service and create a relationship with clients where Pilgrim is always considered first when our client needs any advice.

Our ambition for the Company is to be the reference point for the professional provision of financial products and face-to-face advice to customers in your local area and throughout South West England. We want to develop our capacity to offer service of unparalleled quality and to ensure that our Company is one that offers excellent financial, professional and social rewards.

The main office is based in Plymouth City Centre with sub offices based in Launceston, Cornwall and Kingsbridge.

With Advisers based across the West Country, Pilgrim is becoming a recognised brand. Pilgrim has a large prospect bank and with our personalised database can access our clients details in a variety of ways for the purpose of helping with clients questions and advice issues as well as enabling us to keep clients up to date with all the market and industry news. We also do this by means of regular newsletters and holding seminars on various subjects across the West Country.

Administrative and database management is located in our main office. Here, Office Manager, Sue Maddern, helps complete Reason for Recommendation letters and all processing of proposals for the Advisers.

OUR ADVICE – GUARANTEED

As a business that has professionalism and integrity at the core of its beliefs, we are constantly striving to ensure that our customers receive only the best in terms of advice and service. With this is mind, we consider the compliance function to be an important part of our business.

We view as critically important in the current marketplace that our host company Quilter Financial Services guaranteesthe advice of our Advisers in return for our compliance and co-operation with business practice guidelines and rules.

As a result of the financial strength of our host Company this arrangement ensures that we can minimise the financial risk of business transactions to our clients.

The financial protection is one of the core reasons for our business tie with Quilter Financial Services. Moreover, in our view, it will become an increasingly important issue in the coming months and years as Pilgrim Financial Services seeks to increase the level of financial protection for consumers of financial services products. This is likely to be achievable via distributors of financial products having the financial backing of major players in the industry.

The guidance and/or advice contained within this website is subject to the UK regulatory regime, and is therefore targeted at consumers based in the UK.

Pilgrim Financial Services is an appointed representative of Quilter Mortgage Planning Limited and of Quilter Financial Planning Limited who are authorised and regulated by the Financial Conduct Authority. Quilter Financial Planning Limited and Quilter Mortgage Planning Limited are entered on the FCA Register (http://www.fca.org.uk/register) under reference 440703 and 440718